Plan Snapshot
- Plan Sponsor: Susman Godfrey L.L.P.
- Sponsor EIN: 742138615
- Sponsor Address: 1000 LOUISIANA, SUITE 5100, HOUSTON, TX, 770025096
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $229.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 365 | $229.8M | $7.5M | $6.4M |
| 2023 | 344 | $195.2M | $6.8M | $5.7M |
| 2022 | 314 | $157.0M | $5.5M | $4.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TORTOISE INVESTMENT MANAGEMENT | NONE | $54,565 | — | $54,565 |
| RNC GENTER CAPITAL MANAGEMENT | NONE | $34,953 | — | $34,953 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,518
- Estimated Expense Ratio: 0.039% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $92,278 | $89,518 | — | — | — |
| 2023 | $86,142 | $83,388 | — | — | — |
| 2022 | $59,101 | $52,617 | — | — | — |